Wealthstreet Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17K | Hold |
1,000
| – | – | 0.46% | 44 |
|
|
2021
Q4 | $21K | Hold |
1,000
| – | – | 0.52% | 40 |
|
|
2021
Q3 | $14K | Sell |
1,000
-3,500
| -78% | -$49K | 0.39% | 48 |
|
|
2021
Q2 | $67K | Sell |
4,500
-47,650
| -91% | -$709K | 0.35% | 55 |
|
|
2021
Q1 | $639K | Buy |
52,150
+30,700
| +143% | +$376K | 0.06% | 221 |
|
|
2020
Q4 | $189K | Buy |
21,450
+2,100
| +11% | +$18.5K | 0.02% | 342 |
|
|
2020
Q3 | $129K | Sell |
19,350
-2,000
| -9% | -$13.3K | 0.01% | 328 |
|
|
2020
Q2 | $130K | Sell |
21,350
-2,500
| -10% | -$15.2K | 0.02% | 315 |
|
|
2020
Q1 | $115K | Sell |
23,850
-8,000
| -25% | -$38.6K | 0.02% | 295 |
|
|
2019
Q4 | $296K | Sell |
31,850
-16,785
| -35% | -$156K | 0.03% | 294 |
|
|
2019
Q3 | $420K | Sell |
48,635
-6,000
| -11% | -$51.8K | 0.05% | 242 |
|
|
2019
Q2 | $559K | Sell |
54,635
-5,150
| -9% | -$52.7K | 0.07% | 209 |
|
|
2019
Q1 | $525K | Sell |
59,785
-6,000
| -9% | -$52.7K | 0.07% | 220 |
|
|
2018
Q4 | $570K | Sell |
65,785
-9,604
| -13% | -$83.2K | 0.08% | 195 |
|
|
2018
Q3 | $697K | Sell |
75,389
-700
| -0.9% | -$6.47K | 0.09% | 205 |
|
|
2018
Q2 | $842K | Sell |
76,089
-1,500
| -2% | -$16.6K | 0.11% | 171 |
|
|
2018
Q1 | $860K | Buy |
77,589
+6,500
| +9% | +$72K | 0.11% | 171 |
|
|
2017
Q4 | $888K | Buy |
+71,089
| New | +$888K | 0.11% | 169 |
|